TFM
SMAR

TFC Financial Management’s Smartsheet Inc. SMAR Stock Holding History

TFC Financial Management’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$57 – 1067
2024
Q4 		$57 Hold
1
– – ﹤0.01% 892
2024
Q3 		$56 Hold
1
– – ﹤0.01% 916
2024
Q2 		$45 Buy
+1
New +$45 ﹤0.01% 920